42.78% Return, Value20 portfolio on Bolsia.com

Login

0 Bolsiacoins $I7kokrzL7kTaJW

# Value20 Portfolio Currency:EURTop 25: 240

Start:	09/03/2022		Day Return:	0.00%		Day Rank:	1217
Days:	841		Month Return:	-4.62%		Month Rank:	1364
Last:	2024-07-15		Year Return:	0.00%		Year Rank:	307
Visits:	1293		All Time Return:	42.78%		All Time Rank:	286

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year	S&P500
2022									-3.94%	10.48%	7.00%	-5.53%	7.27%	-2.44%
2023	2.86%	0.23%	1.42%	-3.38%	0.17%	2.64%	3.80%	-1.54%	-1.88%	-2.13%	4.65%	1.18%	7.94%	24.54%
2024	0.43%	1.75%	4.82%	-1.20%	9.34%	-3.00%	4.98%	5.05%	0.16%	-3.54%	8.08%	-4.62%	23.31%	24.62%

# Stocks & Cash
Date	Amount	Ticker	% Day	Buy	Last Quote	Value	% Return	Weight
10/06/2022	200	AFL	0.02%	$59.39	$102.69	$20,538	72.91%	13.79%
09/06/2022	52	BRK-B	0.04%	$308.27	$453.86	$23,601	47.23%	15.84%
09/06/2022	36	DE	0.07%	$364.27	$432.53	$15,571	18.74%	10.45%
10/06/2022	73	FSLR	0.08%	$134.86	$182.44	$13,318	35.28%	8.94%
09/06/2022	64	GD	0.05%	$226.44	$263.67	$16,875	16.44%	11.33%
10/06/2022	400	IFX.DE	0.00%	25.35�	31.41�	12,564�	23.90%	8.80%
09/06/2022	323	MO	0.01%	$45.14	$53.82	$17,384	19.23%	11.67%
10/06/2022	44	MUV2.de	-0.06%	254.89�	493.40�	21,710�	93.57%	15.20%
10/06/2022	5,671	Cash	0.00%	1.00�	1.00�	5,671�	0.00%	3.97%
EUR/USD: 1.04326 GBP/EUR: 1.2000				Portfolio Value:		$148,959	142,782�	100%

# Performance	Value20	S&P500
Return:	42.78%	51.42%
Annualized Return:	16.69%	19.70%
Std (Volatility):	13.06	15.18
Sharpe:	0.97	1.03
Beta:	0.39	1.00
Jensen Alpha:	0.66	0.00
Drawdown:	8.41	12.92

x

Esta web utiliza cookies. Mas Info. Estoy de Acuerdo